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Denisa Sota

Client Services Associate at Heritage Financial Services

  • LinkedIn

Results-oriented Operations Specialist in personal banking client relationships. Repeatedly demonstrating success in retaining customer satisfaction through problem solving and exceptiona...

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HERITAGE FINANCIAL SERVICES

HERITAGE FINANCIAL SERVICES

  • description Description
    Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to af...

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  • Employees count Employees 11-50
  • Revenue Revenue 50 Million to 100 Million
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Heritage Financial Services Org Chart and Mapping

Employees

Tim Brungardt

Insurance & Investment Advisor Representative

Michael Waldron

Director of Portfolio Management. Partner. Investment Committee Member.

Lori Vacaro

Client Services Associate

Chuck Bean

Founder and Chairman

Frequently Asked Questions Regarding Denisa Sota

Answer: Denisa Sota works for Heritage Financial Services as Client Services Associate

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Answer: Denisa Sota works in the industry of: Financial Services

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Answer: Denisa Sota works Heritage Financial Services located at 100 Lowder BRK Dr Ste 1000, Westwood, , 2370, Massachusetts, United States

Answer: Heritage Financial Services's Client Services Associate is Denisa Sota

Answer: Denisa Sota contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@heritagefinancial.net

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